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Original filing (PDF)20251013074922NAL0000803953001
GCOM SOFTWARE LLC
Form 5500
FILING_RECEIVED
GCOM SOFTWARE LLC 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
799
Accounts w/ balance
875
Plan assets (EOY)
$75.5M
Net assets (EOY)
$75.5M
How this plan invests
This plan
25 pooled trusts
Schedule D
41 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 21 bps in Schedule C fees — modestly above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GCOM SOFTWARE LLC.
Plan sponsor
Name
GCOM SOFTWARE LLC
EIN
52-2179898
Address
9175 GUILFORD RD SUITE 101 · COLUMBIA, MD · 210462564
Phone
(443) 276-4760
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
LOMBARDO AYERS & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, INC. | 43-1270780 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $159K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GCOM SOFTWARE LLC | 20-2902922 | — | OTHER SERVICES | $0 | — |
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
23 direct securities · 25 pooled funds· $79.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Pooled Separate Account
$43.2M
18 holdings
Uncategorized
$33.8M
23 holdings
Common Collective Trust
$2.4M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Intl Intrinsic Value R6 Fd | — | — | $0 | $13.6M | 18.0% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $0 | $9.8M | 13.0% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | $0 | $6.9M | 9.2% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | $0 | $6.3M | 8.3% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $5.0M | 6.6% | |
| Fidelity Sm Cap Index Fund | — | — | $0 | $4.8M | 6.4% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | $0 | $4.7M | 6.3% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $3.6M | 4.8% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | $0 | $2.9M | 3.8% | |
| Inv Oppenheim Intl Grw R6 Fd | — | — | $0 | $2.4M | 3.1% | |
| Fidelity 500 Index Fund | — | — | $0 | $1.9M | 2.5% | |
| Lord Abbett Income R6 Fund | — | — | $0 | $1.7M | 2.2% | |
| Participant Loans | — | — | $0 | $1.7M | 2.2% | |
| PUTNAM STABLE VALUE FUND (15) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.7M | 2.2% | |
| JP Morgan Sm Cap Equity R6 Fd | — | — | $0 | $1.4M | 1.9% | |
| Fidelity US Bond Index Fund | — | — | $0 | $1.3M | 1.8% | |
| Prin MidCap S&P 400 Idx SA-NE | — | — | $0 | $1.3M | 1.7% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $1.3M | 1.7% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $0 | $1.1M | 1.4% | |
| Thornburg Inv Inc Bldr R6 Fund | — | — | $0 | $568K | 0.8% | |
| Fed Hrmes Kaufmann Sm Cp R6 Fd | — | — | $0 | $521K | 0.7% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $457K | 0.6% | |
| Stable Value Fixed Income CIT | — | — | $0 | $457K | 0.6% | |
| BLACKROCK MID CAP GR EQ CL L1 GREAT GRAY TRUST COMPANY · EIN 38-4139851 / PN 629 | Common Collective Trust | — | $0 | $355K | 0.5% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $351K | 0.5% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $337K | 0.4% | |
| Prin LifeTime 2015 Sep Acct-Z | — | — | $0 | $337K | 0.4% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | $0 | $317K | 0.4% | |
| ClearBridge Lg Cap Gr IS Fd | — | — | $0 | $304K | 0.4% | |
| American Funds NewWorld R6 | — | — | $0 | $272K | 0.4% | |
| American Centur Mid-Cap Val R6 | — | — | $0 | $259K | 0.3% | |
| Fidelity Mid Cp Index Fund | — | — | $0 | $248K | 0.3% | |
| State Street US Bd Id SL XIV | — | — | $0 | $237K | 0.3% | |
| Fidelity International Idx Fd | — | — | $0 | $230K | 0.3% | |
| Columbia Div Income I3 Fund | — | — | $0 | $179K | 0.2% | |
| State St Wd Dv ex US Idx II Fd | — | — | $0 | $140K | 0.2% | |
| PGIM TOTAL RTRN BND CIT CL LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $140K | 0.2% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | $0 | $111K | 0.1% | |
| PRIN LIFETIME STRAT INC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | $0 | $67K | <0.1% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | $0 | $66K | <0.1% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $62K | <0.1% | |
| PGIM Total Rtrn Bnd CIT Cl LP | — | — | $0 | $62K | <0.1% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | $0 | $58K | <0.1% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | $0 | $49K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z | — | — | $0 | $44K | <0.1% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $44K | <0.1% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | $0 | $29K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | $0 | $12K | <0.1% |
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